LEN compared with IBP: revenue, margins and what each company keeps, and the suppliers and customers both name

LENLennar Corp

Mkt capRevenueRevenue

IBPInstalled Building Products, Inc.

Mkt capRevenueRevenue

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LENLennar Corp

IBPInstalled Building Products, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

LEN

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±5.4%▲+1.71%×0.31

Q2 FY26±4.8%▼−4.90%×1.02

Q1 FY26±3.7%▲+2.62%×0.70

Dec 17 '25±4.7%▼−4.54%×0.96

IBP

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±9.7%▼−5.24%×0.54

Q2 FY26±10.2%▲+0.19%×0.02

= impliedLEN realized, solidIBP realized, hatchedOne scale, both sides: full bar = 28%× = |realized| ÷ impliedSource: market data

May 7 '26

±8.3%

▼−27.57%

×3.33

Q1 FY26±9.6%▲+7.07%×0.74

LENLennar Corp

88.85▼−2.99%· post 88.73

Mkt cap$21.1BRevenue$8.0BQ3 FY26Revenue$34.2BFY25

IBPInstalled Building Products, Inc.

220.81▼−1.02%· post 220.33

ClosedNov 6 '26

Mkt cap$5.8BRevenue$808MQ3 FY26Revenue$3.0BFY25

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ClosedNov 6 '26

LENLennar Corp

IBPInstalled Building Products, Inc.

88.85▼−2.99%post 88.73

Price

220.81▼−1.02%post 220.33

$21.1B

Mkt cap

$5.8B

Q3 FY26$8.0B

Revenue

$808MQ3 FY26

FY25$34.2B

Revenue

$3.0BFY25

LEN88.85▼−2.99%vsIBP220.81▼−1.02%ClosedNov 6 '26